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Braun Stacey Associates’s IQVIA IQV Stock Holding History

Braun Stacey Associates’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9M Buy
+69,628
New +$13.6M 0.39% 80
2024
Q4 		– Sell
-49,964
Closed -$11.8M – 119
2024
Q3 		$11.8M Sell
49,964
-2,992
-6% -$706K 0.45% 77
2024
Q2 		$11.2M Sell
52,956
-6,185
-10% -$1.41M 0.43% 79
2024
Q1 		$15M Buy
+59,141
New +$13.8M 0.59% 77
2022
Q2 		– Sell
-82,070
Closed -$19M – 143
2022
Q1 		$19M Sell
82,070
-13,155
-14% -$3.12M 0.79% 58
2021
Q4 		$26.9M Buy
95,225
+1,113
+1% +$289K 0.98% 35
2021
Q3 		$22.5M Sell
94,112
-2,866
-3% -$723K 0.9% 40
2021
Q2 		$23.5M Buy
96,978
+148
+0.2% +$34.2K 0.92% 39
2021
Q1 		$18.7M Buy
96,830
+2,284
+2% +$429K 0.79% 60
2020
Q4 		$16.9M Buy
94,546
+6,413
+7% +$1.08M 0.76% 62
2020
Q3 		$13.9M Buy
88,133
+5,770
+7% +$904K 0.74% 64
2020
Q2 		$11.7M Buy
82,363
+12,977
+19% +$1.76M 0.67% 78
2020
Q1 		$7.48M Sell
69,386
-10,562
-13% -$1.51M 0.57% 80
2019
Q4 		$12.4M Sell
79,948
-41,885
-34% -$6.12M 0.69% 84
2019
Q3 		$18.2M Buy
121,833
+179
+0.1% +$27.9K 1.15% 24
2019
Q2 		$19.6M Sell
121,654
-3,854
-3% -$541K 1.25% 16
2019
Q1 		$18.1M Sell
125,508
-815
-0.6% -$109K 1.2% 21
2018
Q4 		$14.7M Sell
126,323
-2,087
-2% -$253K 1.16% 28
2018
Q3 		$16.7M Sell
128,410
-3,665
-3% -$440K 1.06% 36
2018
Q2 		$13.2M Sell
132,075
-2,675
-2% -$267K 0.89% 58
2018
Q1 		$13.2M Sell
134,750
-1,116
-0.8% -$113K 0.91% 58
2017
Q4 		$13.3M Buy
135,866
+4,247
+3% +$432K 0.89% 54
2017
Q3 		$12.5M Buy
+131,619
New +$12.2M 0.86% 67

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Braun Stacey Associates's IQV Position: Q1 2026 in Review

Braun Stacey Associates opened a new position in IQVIA (IQV) in Q1 2026: 69,628 shares worth $11.9M. The stake represents 0.39% of the portfolio and ranks #80 among its holdings. This is a return to the name: Braun Stacey Associates previously reported a position in IQV as recently as Q3 2024.

Braun Stacey Associates first reported a position in IQV in Q3 2017 and has held it in 23 quarters since. The position peaked at $26.9M in Q4 2021. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Braun Stacey Associates held 69,628 shares of IQVIA worth $11.9M as of Q1 2026.
  • IQVIA was a new Braun Stacey Associates position in Q1 2026.
  • IQVIA made up 0.39% of Braun Stacey Associates's portfolio in Q1 2026, its #80 holding.
  • Braun Stacey Associates first reported a position in IQVIA in Q3 2017 and has held it in 23 quarters since.
  • Braun Stacey Associates's IQVIA position peaked at $26.9M in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.